Jackson Wealth Management’s O'Reilly Automotive ORLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-30,000
| Closed | -$905K | – | 141 |
|
|
2020
Q4 | $905K | Hold |
30,000
| – | – | 0.12% | 106 |
|
|
2020
Q3 | $922K | Buy |
30,000
+14,925
| +99% | +$459K | 0.14% | 103 |
|
|
2020
Q2 | $424K | Hold |
15,075
| – | – | 0.08% | 111 |
|
|
2020
Q1 | $400K | Sell |
15,075
-164,925
| -92% | -$4.38M | 0.08% | 99 |
|
|
2019
Q4 | $5.17M | Buy |
+180,000
| New | +$5.17M | 0.86% | 32 |
|
|
2018
Q4 | – | Sell |
-270,000
| Closed | -$6.25M | – | 92 |
|
|
2018
Q3 | $6.25M | Buy |
270,000
+120,000
| +80% | +$2.78M | 1.32% | 22 |
|
|
2018
Q2 | $2.97M | Buy |
+150,000
| New | +$2.97M | 0.69% | 37 |
|